Cole Schelbert
180 Wealth Advisors · Federal Way, Washington
Cole Schelbert is a fee-only financial advisor at 180 Wealth Advisors in Federal Way, Washington. 180 Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 180 Wealth Advisors |
|---|---|
| Based in | Federal Way, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 3,480 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7444606 |
| Exams passed | Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.180wealthadvisors.com |
How Cole's firm compares
- 180 Wealth Advisors's average account is about $391,000, from its Form ADV (assets managed divided by 3,480 accounts).
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Questions about Cole
Is Cole Schelbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and 180 Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, 180 Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cole Schelbert based?
Cole Schelbert is based in Federal Way, Washington.
Is Cole Schelbert registered with the SEC?
Yes. Cole Schelbert is registered as an investment adviser representative in WA (CRD 7444606), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 180 Wealth Advisors manage?
180 Wealth Advisors reports $1.36B across 3,480 accounts in assets under management.
How do I contact Cole Schelbert?
Through Cole's website, www.180wealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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